AI, Oil, and the Consumer Are In the Spotlight

Published on May 7, 2026

It’s Shareholder Meeting Month on Wall Street. With the bulk of the Q1 earnings season now in the rearview mirror, investors turn their attention to Annual General Meetings (AGMs) held by some of the most important multinational corporations.

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Beyond the Agg: Dispersion a 2026 Theme in Bond ETFs

May 7, 2026
In a recent Market Outlook Symposium we hosted at VettaFi, we learned that 2026 has marked the return of fixed income as a strong contributor to an investor’s total return. We also learned that the biggest theme in fixed income investing this year is dispersion. Where you are putting your money to work matters.

AOR Update: Mailbag Edition

May 7, 2026
ClearBridge Investments suggests investors could use volatility as an opportunity to deploy capital, while modestly favoring the stronger earnings revisions and more reasonable valuations available in non-US equities.